SCHEDULE: Lighthouse Investment Partners Discloses 5.35% Stake

Lighthouse Investment Partners and its affiliates reported a 5.35% beneficial ownership stake in Cohen Circle Acquisition Corp. II as of December 31, 2025.

Summary

• Lighthouse Investment Partners, LLC and several affiliated entities, including MAP 136, MAP 204, MAP 214, Shaolin Capital Partners SP, Eagle Harbor Multi-Strategy Master Fund Limited, North Rock Capital Management, LLC, and NR1 SP, collectively reported beneficial ownership of 1,354,079 shares of Cohen Circle Acquisition Corp. II.
• This aggregate ownership represents 5.35% of the class of securities of Cohen Circle Acquisition Corp. II.
• The reporting persons hold shared voting power and shared dispositive power over all 1,354,079 shares, with no sole voting or dispositive power.
• The filing was made under Rule 13d-1(b), indicating that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it is a standard disclosure of beneficial ownership by institutional investors and does not contain new operational or financial performance information.

Future Outlook

NA

Management Comments

• The securities referred to were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities.

Industry Context

StockSavvy.ai notes that this Schedule 13G filing indicates a significant institutional investment in Cohen Circle Acquisition Corp. II, a Special Purpose Acquisition Company (SPAC). Such filings are common as institutional investors take positions in SPACs, often anticipating a future business combination. The 5.35% stake suggests a notable, but not controlling, interest by Lighthouse Investment Partners and its affiliates.

Stakeholder Impact

• Shareholders: The filing indicates a significant institutional investor holds a 5.35% stake, which can be viewed positively as a vote of confidence, but also means a large block of shares is under shared control.

Key Dates

Keywords

Cohen Circle Acquisition Corp. II, Lighthouse Investment Partners, Beneficial Ownership, Schedule 13G, Institutional Investor, SPAC, Equity Stake